Lifelong Investment Management Services LLC

Lifelong Investment Management Services LLC (CRD# 158324) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, ID

Financial Advisors at Lifelong Investment Management Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric O. Lee
CRD#: 4958166
Anchorage, AK
63
Wealthminder
score

Eric Lee (CRD# 4958166) is an Investment Advisor Representative working at Lifelong Investment Management Services LLC in Anchorage, AK and has over 12 years of experience in the finance industry.

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